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Institutional

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758
$67.58B
Reported AUM
3,217
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · MERCER GLOBAL ADVISORS INC /ADV · Q1 2026

AI · grounded in 13F

MERCER GLOBAL ADVISORS INC /ADV established a new position in TBLL valued at $115.9M. The fund increased its stake in NVDA by 19.7% and accumulated shares of BSV by 9.6%. Conversely, the fund closed its position in VPC, resulting in a $71.8M reduction. Other notable reductions include trimming IBDT by 40.1% and VGT by 32.8%.

Portfolio · Q1 2026

AGG$3.91BBSV$3.56BVOODFACVEADFUVMTUMDUHPBNDXAAPLDFICOther$35.66BM/

Top holdings· first 500 of 3217

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AGGISHARES TR$98.17-0.50%5.32%-1.36%$3.91B5.78%+3,089,191+8.5%
2BSVVANGUARD BD INDEX FDS$77.60-0.26%4.01%8.08%$3.56B5.27%+3,986,567+9.6%
3VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$3.14B4.65%123,734−2.3%
4DFACDIMENSIONAL ETF TRUST$43.46-2.34%25.71%70.09%$2.73B4.04%+5,934,118+9.2%
5VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$2.29B3.39%+894,577+2.6%
6DFUVDIMENSIONAL ETF TRUST$53.53-1.98%32.09%81.58%$2.05B3.04%+2,473,806+6.2%
7MTUMISHARES TR$306.47-5.95%32.74%85.12%$2.01B2.98%+563,984+7.2%
8DUHPDIMENSIONAL ETF TRUST$40.69-2.35%17.57%62.88%$1.79B2.65%+3,939,324+8.8%
9BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%2.21%0.01%$1.74B2.58%+1,553,019+4.5%
10AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.68B2.48%+64,575+1.0%
11DFICDIMENSIONAL ETF TRUST$37.23-2.46%24.13%76.20%$1.37B2.02%+1,462,378+4.0%
12NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.22B1.81%+1,183,028+19.7%
13DFIVDIMENSIONAL ETF TRUST$54.66-2.25%32.06%91.41%$1.17B1.74%+738,073+3.4%
14IMTMISHARES TR$51.70-3.58%19.44%56.64%$1.15B1.71%+1,151,963+5.0%
15DIHPDIMENSIONAL ETF TRUST$33.891.10%16.80%57.46%$1.04B1.54%+2,156,936+7.1%
16MUBISHARES TR$106.97-0.21%7.30%3.94%$993.3M1.47%+808,430+9.5%
17SUBISHARES TR$106.41-0.05%3.33%7.33%$979.4M1.45%+707,341+8.3%
18AVSCAMERICAN CENTY ETF TR$68.33-1.75%36.58%51.38%$925.4M1.37%+394,499+2.7%
19VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$896.9M1.33%+758,913+4.8%
20VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$871.9M1.29%+133,747+4.2%
21AVEMAMERICAN CENTY ETF TR$91.23-6.45%40.78%58.26%$796.9M1.18%+261,955+2.7%
22MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$745.1M1.10%+43,298+2.2%
23VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$664.0M0.98%+17,819+0.9%
24VTEBVANGUARD MUN BD FDS$50.30-0.16%7.34%3.96%$540.4M0.80%+603,571+5.9%
25IVVISHARES TR$740.91-2.62%24.60%80.03%$504.7M0.75%+59,504+8.3%
26AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$461.0M0.68%+98,319+4.6%
27GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$443.4M0.66%+9,180+0.6%
28IEFAISHARES TR$95.56-2.60%18.86%46.61%$419.9M0.62%+656,054+16.5%
29GOOGALPHABET INC$365.76-0.95%109.82%172.71%$404.3M0.60%+195,189+16.1%
30VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$400.9M0.59%45,072−1.6%
31AVGOBROADCOM INC$385.73-7.92%$363.6M0.54%+62,805+5.6%
32DFCADIMENSIONAL ETF TRUST$50.14-0.03%$350.3M0.52%+888,448+14.5%
33SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$324.2M0.48%30,216−5.6%
34IWBISHARES TR$403.01-2.58%$279.8M0.41%7,775−1.0%
35VXFVANGUARD INDEX FDS$231.90-3.32%$276.0M0.41%+127,911+10.5%
36METAMETA PLATFORMS INC$593.00-5.51%$271.1M0.40%+13,312+2.9%
37BRK/BBERKSHIRE HATHAWAY INC DEL$270.3M0.40%+15,819+2.9%
38XOMEXXON MOBIL CORP$149.92-1.39%$267.1M0.40%+70,990+4.7%
39SCHXSCHWAB STRATEGIC TR$29.05-2.65%$254.6M0.38%458,464−4.4%
40JPMJPMORGAN CHASE & CO$312.370.48%$245.9M0.36%+76,368+10.0%
41DFUSDIMENSIONAL ETF TRUST$80.40-2.76%$240.7M0.36%+568,587+20.1%
42WMTWALMART INC$118.880.97%$233.3M0.35%+72,727+4.0%
43QUALISHARES TR$213.14-1.93%$222.8M0.33%207,969−15.2%
44JNJJOHNSON & JOHNSON$232.772.02%$222.7M0.33%+61,285+7.2%
45SCHFSCHWAB STRATEGIC TR$26.81-3.77%$220.3M0.33%221,277−2.4%
46TSLATESLA INC$391.00-6.56%$217.1M0.32%+63,364+12.1%
47QQQINVESCO QQQ TR$705.06-4.80%$200.1M0.30%83,202−19.3%
48EAGGISHARES TR$47.060.03%$182.0M0.27%+864,651+29.2%
49IWFISHARES TR$122.69-3.26%$174.0M0.26%22,550−5.2%
50IEMGISHARES INC$78.63-6.40%$168.6M0.25%+88,137+3.8%
51VLUEISHARES TR$191.92-4.16%$168.1M0.25%46,582−3.8%
52IDVISHARES TR$43.42-1.63%$164.9M0.24%+81,106+2.1%
53IJRISHARES TR$137.68-1.84%$164.8M0.24%516−0.0%
54LLYELI LILLY & CO$1131.420.55%$161.0M0.24%+40,673+30.3%
55EFAISHARES TR$102.26-2.56%$158.6M0.23%+169,226+11.6%
56NFLXNETFLIX INC.$82.180.76%$155.3M0.23%1,912−0.1%
57COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$150.2M0.22%+22,747+17.8%
58IVLUISHARES TR$42.04-2.48%$138.3M0.20%177,401−4.8%
59ESGDISHARES TR$101.02-2.62%$137.0M0.20%+62,930+4.6%
60LRCXLAM RESEARCH CORP$303.28-9.85%$136.2M0.20%9,931−1.5%
61MUMICRON TECHNOLOGY INC$864.01-13.25%$134.7M0.20%+53,273+15.4%
62VTESVANGUARD WELLINGTON FD$101.170.06%$134.4M0.20%+15,818+1.2%
63IBDTISHARES TR$25.15-0.24%$133.9M0.20%3,534,939−40.1%
64CVXCHEVRON CORPORATION$187.31-0.55%$133.3M0.20%39,301−5.7%
65IJHISHARES TR$73.95-2.00%$131.0M0.19%335,550−14.7%
66IWMISHARES TR$281.65-3.55%$128.4M0.19%+45,308+9.6%
67IQLTISHARES TR$48.19-2.49%$126.2M0.19%+80,979+3.1%
68IBDSISHARES TR$24.160.00%$126.1M0.19%+25,381+0.5%
69VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$125.9M0.19%187,220−24.2%
70HDHOME DEPOT INC$310.780.27%$125.0M0.18%+124+0.0%
71ITOTISHARES TR$161.35-2.71%$118.5M0.18%+5,356+0.6%
72VUGVANGUARD INDEX FDS$85.93-3.62%$118.1M0.17%35,788−11.6%
73IBDVISHARES TR$21.66-0.37%$117.6M0.17%815,364−13.2%
74CSCOCISCO SYS INC$121.64-6.43%$117.1M0.17%74,002−4.7%
75IBDUISHARES TR$23.070.07%$117.1M0.17%577,630−10.3%
76VGTVANGUARD WORLD FD$115.28-6.14%$117.0M0.17%81,935−32.8%
77TBLLINVESCO EXCH TRADED FD TR II$105.650.01%$116.0M0.17%+1,098,902NEW
78INTCINTEL CORP$99.17-11.28%$111.1M0.16%397,060−13.6%
79CATCATERPILLAR INC$904.28-3.85%$111.0M0.16%+211+0.1%
80AVUSAMERICAN CENTY ETF TR$125.15-2.49%$110.5M0.16%21,348−2.1%
81RJFRAYMOND JAMES FINL INC$151.450.62%$106.0M0.16%60,334−7.6%
82IBDRISHARES TR$24.190.04%$103.6M0.15%+136,681+3.3%
83ABBVABBVIE INC$227.231.02%$102.8M0.15%+42,013+9.8%
84IWVISHARES TR$418.71-2.61%$102.2M0.15%+3,361+1.2%
85XLKSELECT SECTOR SPDR TR$180.30-6.66%$100.9M0.15%32,336−4.1%
86USMVISHARES TR$95.64-1.06%$100.0M0.15%189,724−15.0%
87VVISA INC$323.571.06%$99.6M0.15%+1,758+0.5%
88APHAMPHENOL CORP$138.81-5.42%$97.3M0.14%96,620−11.2%
89DFATDIMENSIONAL ETF TRUST$67.12-1.13%$97.0M0.14%+128,599+9.0%
90DFASDIMENSIONAL ETF TRUST$77.60-2.07%$96.6M0.14%+239,764+21.4%
91KLACKLA CORP$1929.20-9.47%$95.3M0.14%16,782−20.6%
92AMATAPPLIED MATLS INC$453.01-9.71%$95.1M0.14%+10,385+3.9%
93VOVANGUARD INDEX FDS$78.53-2.06%$95.1M0.14%120,772−26.7%
94MRKMERCK & CO INC$120.790.44%$94.5M0.14%+10,727+1.4%
95VTVVANGUARD INDEX FDS$212.02-1.36%$94.4M0.14%+18,322+4.0%
96DFAIDIMENSIONAL ETF TRUST$40.82-2.44%$93.1M0.14%+1,211,251+102.7%
97PGPROCTER & GAMBLE CO$146.544.09%$92.2M0.14%+17,378+2.8%
98BNDVANGUARD BD INDEX FDS$72.83-0.45%$82.2M0.12%50,645−4.3%
99BRK/ABERKSHIRE HATHAWAY INC DEL$80.4M0.12%2−1.8%
100SUSLISHARES TR$130.62-2.39%$80.3M0.12%25,651−3.5%
101FTECFIDELITY COVINGTON TRUST$79.0M0.12%22,976−5.7%
102QCOMQUALCOMM INC$77.8M0.12%56,393−8.5%
103BILSPDR SERIES TRUST$77.6M0.11%+108,571+14.7%
104NUSCNUSHARES ETF TR$77.6M0.11%+241,758+16.3%
105ORCLORACLE CORP$77.0M0.11%+2,201+0.4%
106SHYGISHARES TR$75.9M0.11%135,871−7.0%
107FDXFEDEX CORP$75.4M0.11%95,712−31.1%
108GLDSPDR GOLD TR$75.2M0.11%138,110−44.0%
109CCITIGROUP INC$74.6M0.11%+40,194+6.5%
110SHMSPDR SERIES TRUST$73.9M0.11%167,740−9.8%
111EOGEOG RES INC$72.0M0.11%631,600−55.9%
112TJXTJX COS INC NEW$70.9M0.10%+48,339+12.2%
113SCHDSCHWAB STRATEGIC TR$70.5M0.10%+508,108+28.4%
114PWZINVESCO EXCH TRADED FD TR II$70.2M0.10%+144,192+5.2%
115APGEAPOGEE THERAPEUTICS INC$70.0M0.10%59,237−6.7%
116IBMINTERNATIONAL BUSINESS MACHS$69.7M0.10%+20,910+7.8%
117HCAHCA HEALTHCARE INC$69.4M0.10%7,847−5.1%
118SPYMSPDR SERIES TRUST$68.2M0.10%279,392−23.9%
119WMT2WELLS FARGO & CO$67.9M0.10%+49,329+6.1%
120BKBANK NEW YORK MELLON CORP$66.5M0.10%+42,559+8.2%
121PEPPEPSICO INC$65.3M0.10%+10,290+2.5%
122GEGE AEROSPACE$64.8M0.10%+21,980+10.7%
123BACBANK AMERICA CORP$63.7M0.09%98,070−7.0%
124SCHBSCHWAB STRATEGIC TR$63.5M0.09%136,340−5.1%
125USIGISHARES TR$62.4M0.09%+1,209,945+14054.4%
126RTXRTX CORPORATION$61.8M0.09%+20,267+6.8%
127SPOTSPOTIFY TECHNOLOGY S A$60.2M0.09%+2,833+2.3%
128IAUISHARES GOLD TR$60.2M0.09%96,687−12.4%
129TAT&T INC$59.1M0.09%59,608−2.8%
130XLESELECT SECTOR SPDR TR$58.5M0.09%+62,899+7.1%
131SCHASCHWAB STRATEGIC TR$58.4M0.09%114,920−5.4%
132XLISELECT SECTOR SPDR TR$57.9M0.09%+16,453+4.8%
133IBTGISHARES TR$57.8M0.09%318,921−11.2%
134BGRNISHARES TR$57.6M0.09%+204,989+20.3%
135KTOSKRATOS DEFENSE & SEC SOLUTIO$57.5M0.09%+485,847+147.6%
136TSMTAIWAN SEMICONDUCTOR MANUFAC$57.0M0.08%15,847−8.6%
137AMDADVANCED MICRO DEVICES INC$56.7M0.08%+82,148+41.7%
138IAGGISHARES TR$56.5M0.08%+744,780+194.2%
139MOALTRIA GROUP INC$55.7M0.08%129,138−13.3%
140MCDMCDONALDS CORP$55.6M0.08%+15,867+9.7%
141ABTABBOTT LABORATORIES$55.4M0.08%16,711−3.0%
142IBTHISHARES TR$55.3M0.08%+189,891+8.3%
143AGGYWISDOMTREE TR$54.7M0.08%53,641−4.1%
144PLTRPALANTIR TECHNOLOGIES INC$54.1M0.08%+35,763+10.7%
145LMTLOCKHEED MARTIN CORP$54.1M0.08%+8,568+10.6%
146GSGOLDMAN SACHS GROUP INC$53.8M0.08%+326+0.5%
147IBTIISHARES TR$53.6M0.08%+133,909+5.9%
148SUSAISHARES TR$52.5M0.08%+91,927+30.1%
149IBMQISHARES TR$52.5M0.08%1,846,866−47.3%
150IBTKISHARES TR$52.3M0.08%+843,053+46.6%
151USHYISHARES TR$51.6M0.08%+30,095+2.2%
152ETNEATON CORP PLC$51.1M0.08%+7,158+5.2%
153IBTJISHARES TR$51.0M0.08%+371,655+18.9%
154KOCOCA COLA CO$50.6M0.07%+26,251+4.1%
155MDTMEDTRONIC PLC$49.8M0.07%5,725−1.0%
156AMGNAMGEN INC$49.8M0.07%2,855−2.0%
157SYKSTRYKER CORPORATION$49.6M0.07%1,675−1.1%
158SNASNAP ON INC$49.5M0.07%+4,358+3.3%
159XLFSELECT SECTOR SPDR TR$49.4M0.07%+10,259+1.0%
160IWDISHARES TR$49.4M0.07%+22,377+10.7%
161MAMASTERCARD INCORPORATED$48.3M0.07%2,966−3.0%
162PMPHILIP MORRIS INTL INC$47.7M0.07%2,885−1.0%
163SCHESCHWAB STRATEGIC TR$47.7M0.07%40,830−2.7%
164NEMNEWMONT CORP$47.3M0.07%+1,768+0.4%
165AXPAMERICAN EXPRESS CO$47.2M0.07%+5,655+3.8%
166GLWCORNING INC$46.9M0.07%+52,839+18.1%
167GDGENERAL DYNAMICS CORP$46.2M0.07%+42,073+45.5%
168SYFSYNCHRONY FINANCIAL$45.6M0.07%+5,744+0.9%
169DFAEDIMENSIONAL ETF TRUST$45.4M0.07%+154,520+13.0%
170GEVGE VERNOVA INC$45.3M0.07%2,292−4.2%
171IBMSISHARES TR$45.3M0.07%120,118−6.4%
172EMREMERSON ELEC CO$44.6M0.07%1,727−0.5%
173VZVERIZON COMMUNICATIONS INC$44.5M0.07%+160,338+22.1%
174IBMPISHARES TR$44.5M0.07%285,374−14.0%
175STIPISHARES TR$44.4M0.07%+356,273+487.3%
176CMICUMMINS INC$43.6M0.06%+10,857+15.5%
177IBMRISHARES TR$43.6M0.06%372,566−17.8%
178DFSBDIMENSIONAL ETF TRUST$43.6M0.06%+99,469+13.4%
179VVVANGUARD INDEX FDS$43.3M0.06%+13,710+10.4%
180HIGHARTFORD INSURANCE GROUP INC$43.2M0.06%72,175−18.4%
181ESGEISHARES INC$42.6M0.06%8,603−0.9%
182XLVSELECT SECTOR SPDR TR$42.4M0.06%+23,271+8.7%
183JCIJOHNSON CONTROLS INTERNATION$42.2M0.06%22,721−6.6%
184EFVISHARES TR$41.9M0.06%+244,558+76.5%
185XLYSELECT SECTOR SPDR TR$41.6M0.06%69,943−15.5%
186ALLALLSTATE CORP$41.6M0.06%10,760−5.1%
187SCHPSCHWAB STRATEGIC TR$41.6M0.06%298,358−16.0%
188PHPARKER-HANNIFIN CORP$41.5M0.06%+2,407+5.5%
189CBCHUBB LTD SWITZ$41.4M0.06%+26,247+26.0%
190GILDGILEAD SCIENCES INC$41.3M0.06%28,381−8.7%
191BONDPIMCO ETF TR$41.1M0.06%13,110−2.9%
192IBMOISHARES TR$40.4M0.06%544,326−25.6%
193UNHUNITEDHEALTH GROUP INC$40.3M0.06%+5,736+4.0%
194PNCPNC FINL SVCS GROUP INC$39.7M0.06%+122,211+178.3%
195IVWISHARES TR$39.6M0.06%66,668−16.0%
196ORKAORUKA THERAPEUTICS INC$39.4M0.06%+57,193+7.7%
197DEMWISDOMTREE TR$39.3M0.06%+40,543+5.4%
198VBRVANGUARD INDEX FDS$39.3M0.06%+18,245+11.2%
199ANETARISTA NETWORKS INC$39.2M0.06%85,821−21.2%
200XLCSELECT SECTOR SPDR TR$38.7M0.06%295,557−45.8%
201VEUVANGUARD INTL EQUITY INDEX F$38.6M0.06%+6,617+1.3%
202VCITVANGUARD SCOTTSDALE FDS$38.5M0.06%63,333−12.0%
203VXUSVANGUARD STAR FDS$38.5M0.06%+1,758+0.4%
204SCHGSCHWAB STRATEGIC TR$38.4M0.06%+184,341+16.2%
205ESGUISHARES TR$38.2M0.06%+144+0.1%
206WDCWESTERN DIGITAL CORP$38.2M0.06%1,454−1.0%
207DFAXDIMENSIONAL ETF TRUST$38.2M0.06%+414,694+58.4%
208TRVTRAVELERS COMPANIES INC$37.6M0.06%+14,197+12.4%
209DONWISDOMTREE TR$37.5M0.06%+97,316+15.8%
210COPCONOCOPHILLIPS$37.4M0.06%+8,874+3.2%
211CMFISHARES TR$37.4M0.06%+107,828+19.6%
212RSPINVESCO EXCHANGE TRADED FD T$37.3M0.06%+4,741+2.5%
213VNQVANGUARD INDEX FDS$37.0M0.05%+11,468+2.8%
214VSSVANGUARD INTL EQUITY INDEX F$37.0M0.05%76,822−23.3%
215MSMORGAN STANLEY$36.9M0.05%+23,104+11.5%
216ORLYOREILLY AUTOMOTIVE INC$36.6M0.05%23,429−5.6%
217DFEMDIMENSIONAL ETF TRUST$36.4M0.05%+82,045+8.4%
218ASMLASML HLDG NV$36.4M0.05%+2,087+8.2%
219EFAVISHARES TR$36.3M0.05%47,891−10.8%
220CAHCARDINAL HEALTH INC$35.9M0.05%+6,038+3.7%
221DBEFDBX ETF TR$35.8M0.05%554,570−43.3%
222BMYBRISTOL-MYERS SQUIBB CO$35.7M0.05%+127,574+27.7%
223VCSHVANGUARD SCOTTSDALE FDS$35.5M0.05%155,398−25.8%
224HYMBSPDR SERIES TRUST$35.1M0.05%171,084−10.8%
225SHYDVANECK ETF TRUST$34.9M0.05%292,476−16.0%
226RCLROYAL CARIBBEAN GROUP$34.6M0.05%23,682−15.9%
227IYRISHARES TR$34.1M0.05%13,099−3.5%
228VYMIVANGUARD WHITEHALL FDS$34.0M0.05%248,325−40.7%
229MCKMCKESSON CORP$34.0M0.05%+9,398+31.4%
230SCHOSCHWAB STRATEGIC TR$34.0M0.05%37,144−2.6%
231EBAYEBAY INC.$33.9M0.05%51,550−12.2%
232SGOVISHARES TR$33.8M0.05%94,788−22.0%
233HDEFDBX ETF TR$33.5M0.05%801,908−43.7%
234NEENEXTERA ENERGY INC$33.4M0.05%+26,308+7.9%
235UNPUNION PAC CORP$33.4M0.05%+9,112+7.1%
236AVDEAMERICAN CENTY ETF TR$33.3M0.05%16,064−3.9%
237TELTE CONNECTIVITY PLC$33.3M0.05%+14,829+10.3%
238KRKROGER CO$32.0M0.05%3,049−0.7%
239TXNTEXAS INSTRS INC$31.6M0.05%4,151−2.5%
240MOATVANECK ETF TRUST$31.2M0.05%343,025−51.5%
241SCHWSCHWAB CHARLES CORP$31.0M0.05%11,387−3.3%
242PHMPULTE GROUP INC$30.9M0.05%416−0.2%
243DESWISDOMTREE TR$30.6M0.05%65,196−7.1%
244ISRGINTUITIVE SURGICAL INC$29.5M0.04%+13,005+25.5%
245DUKDUKE ENERGY CORP NEW$29.5M0.04%+8,897+4.1%
246IWRISHARES TR$29.2M0.04%18,760−5.9%
247LOWLOWES COS INC$28.8M0.04%30,953−20.2%
248SCZISHARES TR$28.8M0.04%+65,489+21.7%
249STTSTATE STR CORP$28.7M0.04%+20,188+9.8%
250EDCONSOLIDATED EDISON INC$28.2M0.04%+4,871+2.0%
251LINLINDE PLC$28.2M0.04%+7,149+14.4%
252PLDPROLOGIS INC.$28.1M0.04%+17,348+8.9%
253TTTRANE TECHNOLOGIES PLC$28.1M0.04%152−0.2%
254CCL1EURCARNIVAL CORP$27.5M0.04%+26,128+2.5%
255DEDEERE & CO$27.4M0.04%+601+1.3%
256VHTVANGUARD WORLD FD$27.3M0.04%9,611−8.7%
257SPMOINVESCO EXCH TRADED FD TR II$27.3M0.04%+107,472+78.8%
258WELLWELLTOWER INC$27.3M0.04%+9,217+7.1%
259PANWPALO ALTO NETWORKS INC$27.2M0.04%4,570−2.6%
260UBERUBER TECHNOLOGIES INC$26.9M0.04%+130,914+53.8%
261VGSHVANGUARD SCOTTSDALE FDS$26.8M0.04%346,538−43.1%
262SCHMSCHWAB STRATEGIC TR$26.8M0.04%195,964−18.5%
263SPGSIMON PPTY GROUP INC NEW$26.6M0.04%50,911−26.3%
264PFEPFIZER INC$26.3M0.04%+126,172+15.6%
265HONHONEYWELL INTL INC$26.2M0.04%+22,556+24.1%
266BLKBLACKROCK INC$26.1M0.04%+6,693+32.7%
267SPYVSPDR SERIES TRUST$26.1M0.04%+38,947+9.2%
268UALUNITED AIRLS HLDGS INC$25.9M0.04%5,833−2.0%
269DHRDANAHER CORP DEL$25.9M0.04%+25,743+23.3%
270FIXCOMFORT SYS USA INC$25.9M0.04%+3,698+24.6%
271CRMSALESFORCE INC$25.8M0.04%+1,368+1.0%
272DISDISNEY WALT CO$25.7M0.04%+26,188+10.9%
273GMGENERAL MTRS CO$25.7M0.04%+70,579+25.7%
274DOVDOVER CORP$25.6M0.04%+5,358+4.6%
275AFLAFLAC INC$25.6M0.04%20,358−7.9%
276AEPAMERICAN ELEC PWR CO INC$25.4M0.04%5,425−2.7%
277DFAUDIMENSIONAL ETF TRUST$25.1M0.04%+230,523+70.9%
278EVRGEVERGY INC$24.8M0.04%+9,705+3.3%
279BABOEING CO$24.7M0.04%+16,174+15.0%
280NULVNUSHARES ETF TR$24.6M0.04%139,359−20.5%
281NVSNOVARTIS AG$24.6M0.04%+4,606+2.9%
282ADPAUTOMATIC DATA PROCESSING IN$24.4M0.04%+6,005+5.3%
283TDYTELEDYNE TECHNOLOGIES INC$24.2M0.04%1,129−2.7%
284EEMISHARES TR$23.8M0.04%+71,461+20.6%
285ADIANALOG DEVICES INC$23.8M0.04%14,164−15.9%
286IVEISHARES TR$23.7M0.04%40,445−26.5%
287PSXPHILLIPS 66$23.5M0.03%+17,919+16.2%
288AVXCAMERICAN CENTY ETF TR$23.4M0.03%+12,169+3.6%
289CTSHCOGNIZANT TECHNOLOGY SOLUTIO$23.3M0.03%+29,463+8.4%
290VDEVANGUARD WORLD FD$23.2M0.03%3,646−2.6%
291ONDSONDAS INC$23.2M0.03%+1,052,045+69.6%
292BKNGBOOKING HOLDINGS INC$23.1M0.03%39,556−87.8%
293COFCAPITAL ONE FINL CORP$23.1M0.03%8,505−6.3%
294COWZPACER FDS TR$22.9M0.03%531,481−59.2%
295DVYISHARES TR$22.9M0.03%28,494−15.9%
296SOSOUTHERN CO$22.8M0.03%13,808−5.5%
297UPSUNITED PARCEL SVCS INC$22.6M0.03%+28,719+14.3%
298DISVDIMENSIONAL ETF TRUST$22.5M0.03%+324,641+131.9%
299VTVANGUARD INTL EQUITY INDEX F$22.5M0.03%+58,874+56.9%
300NKENIKE INC$22.3M0.03%48,527−10.3%
301LDOSLEIDOS HOLDINGS INC$22.0M0.03%+9,299+7.0%
302ABNBAIRBNB INC$21.9M0.03%+92,124+88.7%
303ULTAULTA BEAUTY INC$21.8M0.03%+6,295+17.8%
304SPLVINVESCO EXCH TRADED FD TR II$21.7M0.03%216,404−42.1%
305WABWABTEC$21.4M0.03%44,023−34.0%
306GUNRFLEXSHARES TR$21.2M0.03%37,663−8.9%
307LLOEWS CORP$21.0M0.03%+48,861+33.1%
308EWEDWARDS LIFESCIENCES CORP$20.9M0.03%+8,984+3.6%
309VOXVANGUARD WORLD FD$20.7M0.03%8,794−7.1%
310SHWSHERWIN WILLIAMS CO$20.6M0.03%19,041−22.8%
311CMECME GROUP INC$20.4M0.03%+370+0.5%
312XLPSELECT SECTOR SPDR TR$20.4M0.03%+13,718+5.8%
313OEFISHARES TR$20.4M0.03%12,385−16.2%
314PCARPACCAR INC$20.3M0.03%24,070−12.0%
315XLUSELECT SECTOR SPDR TR$20.2M0.03%144,189−24.6%
316ACNACCENTURE PLC IRELAND$20.2M0.03%64,219−38.6%
317VICIVICI PPTYS INC$20.1M0.03%+113,704+18.2%
318SBUXSTARBUCKS CORP$20.0M0.03%+16,651+8.1%
319DGXQUEST DIAGNOSTICS INC$20.0M0.03%+4,219+4.3%
320CPKCHESAPEAKE UTILS CORP$19.9M0.03%+11,394+7.8%
321CINFCINCINNATI FINL CORP$19.7M0.03%+12,452+11.0%
322JEPIJ P MORGAN EXCHANGE TRADED F$19.6M0.03%198,293−36.4%
323EIXEDISON INTL$19.5M0.03%+61,698+30.1%
324DALDELTA AIR LINES INC$19.5M0.03%+38,161+15.0%
325MPCMARATHON PETE CORP$19.4M0.03%2,280−2.8%
326MLIMUELLER INDS INC$19.4M0.03%+20,593+13.4%
327VONEVANGUARD SCOTTSDALE FDS$19.2M0.03%649−1.0%
328VGLTVANGUARD SCOTTSDALE FDS$19.2M0.03%148,164−29.9%
329VTIPVANGUARD MALVERN FDS$19.2M0.03%+240,837+167.9%
330ITWILLINOIS TOOL WKS INC$19.2M0.03%+1,449+2.0%
331PCGPG&E CORP$19.1M0.03%+310,015+39.9%
332SDYSPDR SERIES TRUST$19.1M0.03%+20,095+18.2%
333IBDWISHARES TR$19.0M0.03%1,031,595−53.1%
334FCXFREEPORT MCMORAN INC$18.8M0.03%+41,575+15.0%
335VRTVERTIV HOLDINGS CO$18.8M0.03%+36,774+96.5%
336ECLECOLAB INC$18.7M0.03%4,211−5.7%
337PGRPROGRESSIVE CORP$18.7M0.03%21,200−18.4%
338NOWSERVICENOW INC$18.6M0.03%+44,436+33.4%
339SPGIS&P GLOBAL INC$18.4M0.03%+17,817+69.8%
340FOXAFOX CORP$18.3M0.03%+38,302+13.9%
341VFHVANGUARD WORLD FD$18.1M0.03%5,675−3.6%
342TMOTHERMO FISHER SCIENTIFIC INC$18.0M0.03%2,188−5.6%
343SCHZSCHWAB STRATEGIC TR$17.7M0.03%178,554−19.0%
344FNCLFIDELITY COVINGTON TRUST$17.7M0.03%+3,089+1.2%
345MDYVSPDR SERIES TRUST$17.6M0.03%+3,399+1.7%
346CRHCRH PLC$17.5M0.03%38,465−18.7%
347CMCSACOMCAST CORP NEW$17.5M0.03%+97,549+19.0%
348USFRWISDOMTREE TR$17.4M0.03%+25,632+8.0%
349GSLCGOLDMAN SACHS ETF TR$17.3M0.03%2,049−1.5%
350TERTERADYNE INC$17.2M0.03%+17,777+44.0%
351CVLCMORGAN STANLEY ETF TRUST$17.2M0.03%62,863−22.6%
352CITHE CIGNA GROUP$17.2M0.03%+16,597+34.7%
353HSBCHSBC HLDGS PLC$17.0M0.03%+2,478+1.2%
354ADBEADOBE INC$16.8M0.02%+8,893+14.8%
355BNDWVANGUARD SCOTTSDALE FDS$16.8M0.02%72,141−22.7%
356DIASTATE STR SPDR DOW JONES IND$16.8M0.02%+8,323+27.4%
357MRSHMARSH & MCLENNAN COS INC$16.7M0.02%+31,284+48.0%
358VCRVANGUARD WORLD FD$16.7M0.02%1,253−2.6%
359AMPAMERIPRISE FINL INC$16.7M0.02%+1,838+5.1%
360VOEVANGUARD INDEX FDS$16.6M0.02%16,075−15.1%
361IDMOINVESCO EXCH TRADED FD TR II$16.6M0.02%+265,755+713.8%
362MDYSTATE STR SPDR S&P MIDCAP 40$16.6M0.02%1,857−6.5%
363SHELSHELL PLC$16.5M0.02%569,988−76.3%
364FHLCFIDELITY COVINGTON TRUST$16.5M0.02%+2,983+1.3%
365JPSTJ P MORGAN EXCHANGE TRADED F$16.4M0.02%5,073−1.5%
366ZNGAZOOM COMMUNICATIONS INC$16.2M0.02%32,847−14.0%
367PAVEGLOBAL X FDS$16.2M0.02%305,616−48.9%
368USBUS BANCORP$16.1M0.02%1,675−0.5%
369URIUNITED RENTALS INC$16.0M0.02%2,913−11.7%
370PFFDGLOBAL X FDS$15.9M0.02%538,509−38.4%
371CLCOLGATE PALMOLIVE CO$15.9M0.02%+13,122+7.6%
372EFGISHARES TR$15.8M0.02%22,254−13.5%
373DFSUDIMENSIONAL ETF TRUST$15.7M0.02%+93,433+32.2%
374MARMARRIOTT INTL INC NEW$15.7M0.02%+1,143+2.4%
375TLTISHARES TR$15.7M0.02%+63,753+54.5%
376BXBLACKSTONE INC$15.6M0.02%72,115−34.6%
377ROSTROSS STORES INC$15.6M0.02%+14,636+25.6%
378FCOMFIDELITY COVINGTON TRUST$15.5M0.02%634−0.3%
379SMMVISHARES TR$15.5M0.02%81,587−18.7%
380REGNREGENERON PHARMACEUTICALS$15.5M0.02%+4,917+32.5%
381WMWASTE MGMT INC DEL$15.4M0.02%+4,100+6.5%
382NSCNORFOLK SOUTHN CORP$15.4M0.02%+1,649+3.2%
383VDCVANGUARD WORLD FD$15.3M0.02%+458+0.7%
384GISGENERAL MILLS INC$15.3M0.02%+71,396+21.0%
385STXSEAGATE TECHNOLOGY HLDNGS PL$15.2M0.02%+1,174+3.1%
386TGTTARGET CORP$15.2M0.02%+9,141+7.9%
387JMTGJ P MORGAN EXCHANGE TRADED F$15.2M0.02%670,593−69.3%
388DGROISHARES TR$15.1M0.02%48,298−18.3%
389DVNDEVON ENERGY CORP NEW$15.1M0.02%+140,932+88.9%
390AZNASTRAZENECA PLC$15.1M0.02%+76,396NEW
391WMBWILLIAMS COS INC$15.0M0.02%6,650−3.1%
392LEVILEVI STRAUSS & CO NEW$15.0M0.02%+99,530+14.0%
393DHID R HORTON INC$14.9M0.02%206,753−65.5%
394AVUVAMERICAN CENTY ETF TR$14.9M0.02%+21,998+19.4%
395INTUINTUIT$14.9M0.02%826−2.3%
396MSIMOTOROLA SOLUTIONS INC$14.9M0.02%+1,621+5.0%
397FTITECHNIPFMC PLC$14.9M0.02%+53,864+33.4%
398CSXCSX CORP$14.9M0.02%4,487−1.2%
399MGVVANGUARD WORLD FD$14.8M0.02%+74,051+262.6%
400ITAISHARES TR$14.8M0.02%+10+0.0%
401EQIXEQUINIX INC$14.8M0.02%+2,925+24.1%
402SPDWSPDR INDEX SHS FDS$14.7M0.02%+142,770+79.6%
403RMDRESMED INC$14.6M0.02%4,752−6.8%
404HSTHOST HOTELS & RESORTS INC$14.6M0.02%+109,163+16.7%
405SANBANCO SANTANDER SA$14.6M0.02%+68,480+5.6%
406BSJQINVESCO EXCH TRD SLF IDX FD$14.4M0.02%+187,703+43.1%
407LITELUMENTUM HLDGS INC$14.3M0.02%+8,417+70.3%
408HOODROBINHOOD MKTS INC$14.2M0.02%9,454−4.4%
409PRFINVESCO EXCHANGE TRADED FD T$14.2M0.02%111,956−27.3%
410IJJISHARES TR$14.1M0.02%+63,172+145.9%
411QUREQUANTA SVCS INC$14.0M0.02%2,551−9.1%
412FASTFASTENAL CO$14.0M0.02%+225+0.1%
413PRIMPRIMORIS SVCS CORP$13.9M0.02%24,395−20.0%
414BSJRINVESCO EXCH TRD SLF IDX FD$13.8M0.02%+174,737+39.5%
415TMUST-MOBILE US INC$13.7M0.02%+1,356+2.1%
416AVSUAMERICAN CENTY ETF TR$13.7M0.02%+31,512+20.6%
417TOLTOLL BROTHERS INC$13.7M0.02%+39,523+65.3%
418DFLVDIMENSIONAL ETF TRUST$13.6M0.02%+373,031+5119.1%
419VLOVALERO ENERGY CORP$13.5M0.02%2,442−4.3%
420JBHTHUNT J B TRANS SVCS INC$13.5M0.02%+13,926+27.9%
421RSGREPUBLIC SVCS INC$13.5M0.02%8,207−11.7%
422WRDWERIDE INC$13.5M0.02%948,375−36.3%
423LNGCHENIERE ENERGY INC$13.4M0.02%1,616−3.3%
424SHYISHARES TR$13.3M0.02%22,964−12.4%
425CIENCIENA CORP$13.3M0.02%+5,649+19.7%
426EXLSEXLSERVICE HLDGS INC$13.2M0.02%+51,981+13.7%
427XCEMCOLUMBIA ETF TR II$13.1M0.02%411,435−56.2%
428IJSISHARES TR$13.1M0.02%+20,942+23.4%
429VWOBVANGUARD WHITEHALL FDS$13.0M0.02%140,115−41.4%
430EPDENTERPRISE PRODS PARTNERS L$13.0M0.02%15,833−4.4%
431WRBBERKLEY W R CORP$13.0M0.02%+3,204+1.7%
432EMXCISHARES INC$12.9M0.02%30,867−15.8%
433CEGCONSTELLATION ENERGY CORP$12.8M0.02%+6,430+16.4%
434LMBSFIRST TR EXCHANGE-TRADED FD$12.7M0.02%+250,784+5028.8%
435TFLOISHARES TR$12.6M0.02%7,775−3.0%
436EXPEEXPEDIA GROUP INC$12.6M0.02%10,633−16.3%
437EMEEMCOR GROUP INC$12.5M0.02%+7,017+71.0%
438BSJSINVESCO EXCH TRD SLF IDX FD$12.4M0.02%+111,241+24.1%
439DLRDIGITAL RLTY TR INC$12.4M0.02%+10,601+18.2%
440NTRANATERA INC$12.4M0.02%881−1.4%
441USMCPRINCIPAL EXCHANGE TRADED FD$12.3M0.02%701,726−78.5%
442CLSCELESTICA INC$12.3M0.02%9,079−17.2%
443BSXBOSTON SCIENTIFIC CORP$12.3M0.02%+92,975+90.3%
444POWAINVESCO EXCH TRD SLF IDX FD$12.3M0.02%1,806−1.3%
445BBVABANCO BILBAO VIZCAYA ARGENTA$12.3M0.02%14,102−2.4%
446CAPRCAPRICOR THERAPEUTICS INC$12.3M0.02%+402,999NEW
447KMIKINDER MORGAN INC DEL$12.2M0.02%+107,210+41.6%
448DFISDIMENSIONAL ETF TRUST$12.0M0.02%+256,190+256.3%
449IGSBISHARES TR$12.0M0.02%22,312−8.9%
450VIGIVANGUARD WHITEHALL FDS$12.0M0.02%+18,997+16.3%
451HYDVANECK ETF TRUST$12.0M0.02%7,357−3.0%
452UTHRUNITED THERAPEUTICS CORP DEL$12.0M0.02%6,779−25.2%
453GRMNGARMIN LTD$11.9M0.02%6,159−10.7%
454SNDKSANDISK CORP$11.8M0.02%349−1.8%
455CCKCROWN HLDGS INC$11.8M0.02%+60,139+104.1%
456VSTVISTRA CORP$11.8M0.02%+2,229+2.9%
457RSRELIANCE INC$11.8M0.02%+3,108+8.7%
458LHXL3HARRIS TECHNOLOGIES INC$11.8M0.02%+5,976+21.2%
459CRUSCIRRUS LOGIC INC$11.8M0.02%+59,176+267.5%
460BILSSPDR SERIES TRUST$11.7M0.02%+76,642+185.4%
461MINTPIMCO ETF TR$11.7M0.02%53,584−31.6%
462APDAIR PRODUCTS AND CHEMICALS I$11.6M0.02%3,356−7.8%
463MMM3M CO$11.6M0.02%9,771−10.9%
464DELLDELL TECHNOLOGIES INC$11.5M0.02%3,891−5.3%
465NDAQNASDAQ INC$11.5M0.02%75,053−35.6%
466VBKVANGUARD INDEX FDS$11.5M0.02%+209+0.6%
467FIDUFIDELITY COVINGTON TRUST$11.4M0.02%7,065−5.1%
468CNCCENTENE CORP DEL$11.3M0.02%+26,168+8.2%
469SMLFISHARES TR$11.3M0.02%14,340−8.7%
470CRWDCROWDSTRIKE HLDGS INC$11.3M0.02%+6,728+30.4%
471XLGINVESCO EXCHANGE TRADED FD T$11.2M0.02%100,676−32.8%
472TPRTAPESTRY INC$11.2M0.02%+22,450+39.4%
473PFFISHARES TR$11.1M0.02%45,995−11.2%
474FOXFOX CORP$11.0M0.02%+7,838+3.9%
475MPWRMONOLITHIC PWR SYS INC$11.0M0.02%+1,108+12.4%
476CBRECBRE GROUP INC$10.9M0.02%+432+0.5%
477FTNTFORTINET INC$10.9M0.02%+11,835+9.7%
478SHOPSHOPIFY INC$10.9M0.02%+24,057+35.3%
479FNDXSCHWAB STRATEGIC TR$10.9M0.02%+11,875+3.1%
480SMHVANECK ETF TRUST$10.9M0.02%+3,187+12.6%
481VRSNVERISIGN INC$10.8M0.02%+1,638+3.9%
482HPEHEWLETT PACKARD ENTERPRISE C$10.6M0.02%+138,482+45.3%
483NOCNORTHROP GRUMMAN CORP$10.5M0.02%+416+2.8%
484TFCTRUIST FINL CORP$10.5M0.02%+11,094+5.1%
485CVSCVS HEALTH CORP$10.5M0.02%+4,711+3.3%
486PEGPUBLIC SVC ENTERPRISE GROUP$10.5M0.02%3,494−2.6%
487UNMUNUM GROUP$10.4M0.02%397,392−73.6%
488AKREPROFESIONALLY MANAGED PORTFO$10.4M0.02%+135,481+219.4%
489ARANTERO RESOURCES CORP$10.4M0.02%+185,213+308.1%
490AJGGALLAGHER ARTHUR J & CO$10.3M0.02%107,788−69.4%
491APPAPPLOVIN CORP$10.3M0.02%20,625−44.4%
492AGXARGAN INC$10.2M0.02%+167+0.9%
493MCOMOODYS CORP$10.2M0.02%+1,977+9.2%
494ACWIISHARES TR$10.2M0.02%+33,550+83.8%
495SPTSSPDR SERIES TRUST$10.2M0.02%69,814−16.7%
496VRTXVERTEX PHARMACEUTICALS INC$10.2M0.02%1,060−4.4%
497SPYGSPDR SERIES TRUST$10.1M0.01%+27,059+35.5%
498TMTOYOTA MOTOR CORP$10.1M0.01%+645+1.3%
499THCTENET HEALTHCARE CORP$10.0M0.01%+10,681+25.3%
500EMBISHARES TR$10.0M0.01%56,534−34.8%

Source: SEC EDGAR · accession 0000853758-26-000014. 13F discloses long positions only — shorts, foreign equities, and options are excluded.